PROFESSIONAL. AFFORDABLE. STREAMLINED.

 

Full Service Agency

  • Digital shareholder record-keeping

  • Dividends and dividend reinvestment plans

  • Shareholder meetings

  • Exchange agent and paying agent

GETTING STARTED IS SIMPLE

  1. Complete agreement. (Click to request)

  2. Complete account setup in as little as 48 hours.

  3. Let ClearTrust coordinate the change with your current agent, DTC, and industry players

BENEFITS

  • Electronic/book entry shares or professional stock certificates issued to investors

  • Seasoned investors enjoy greater peace of mind with SEC-registered agent

  • Online account access available both to you and your investors

  • All records maintained in SEC-compliant format, easily retrievable at your request

  • Free, unlimited shareholder lists and reports

  • Dedicated, knowledgeable agent available to help your shareholders, saving you time

  • Easy setup and minimal fees

  • Digital shareholder assistance